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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1901
Cascadia Advisory Services
Oregon
$1.64M +$1.64M +8,901 New
WA
1902
Wealth Alliance
New York
$1.64M +$192K +1,042 +13%
CI
1903
Cavalier Investments
Georgia
$1.64M
PK
1904
Pflug Koory
Nebraska
$1.64M -$51.5K -279 -3%
IP
1905
Intellectus Partners
California
$1.64M -$24.9K -135 -2%
MPW
1906
Monterey Private Wealth
California
$1.64M -$14.9K -81 -0.9%
BA
1907
Bridge Advisory
California
$1.63M -$62K -336 -4%
JHP
1908
James Hambro & Partners
United Kingdom
$1.63M +$227K +1,232 +16%
KWMG
1909
King Wealth Management Group
Florida
$1.62M +$85.2K +462 +6%
MFP
1910
Meridian Financial Partners
Virginia
$1.62M +$37.4K +203 +2%
CC
1911
Cypress Capital
Tennessee
$1.62M +$24.9K +135 +2%
WPC
1912
White Pine Capital
Minnesota
$1.61M +$17.5K +95 +1%
AWM
1913
Aries Wealth Management
Maine
$1.6M +$116K +630 +8%
IBOK
1914
Independence Bank of Kentucky
Kentucky
$1.59M -$126K -682 -7%
WGCA
1915
Wolf Group Capital Advisors
Virginia
$1.59M -$38K -206 -2%
BA
1916
Bridgewater Advisors
New York
$1.59M +$1.65M +8,942 New
HBT
1917
Heartland Bank & Trust
Illinois
$1.58M -$72.3K -392 -4%
PFM
1918
Patton Fund Management
Texas
$1.58M +$1.58M +8,590 New
AWA
1919
Alta Wealth Advisors
Massachusetts
$1.58M
CPO
1920
Cerity Partners OCIO
New York
$1.58M -$258K -1,397 -14%
AWM
1921
Atticus Wealth Management
Florida
$1.58M -$198K -1,071 -11%
DL
1922
DOHJ LLC
Washington
$1.58M -$36.7K -199 -2%
BWM
1923
BNC Wealth Management
Oregon
$1.58M -$368K -1,994 -19%
TI
1924
Telemetry Investments
New York
$1.57M +$295K +1,600 +23%
SWM
1925
Salvus Wealth Management
New Jersey
$1.57M +$90.5K +491 +6%